Summit Financial Advisors

How long will it actually take to pay off that credit card? See the timeline and total interest costs—then decide if you want to speed things up.

Credit Card Payoff Find out how long it may take to pay off a credit card balance and what it costs in interest.

Markets pushed higher in August as AI-driven optimism helped investors look past softer economic data. The S&P 500 gained 2.62% and the S&P/TSX Composite rose 2.96%, even as softening retail sales kept consumer spending in focus. Back-to-school season adds another data point to that story, with spending expected to reach \$146.8 billion in the U.S. and \$4.5 billion in Canada this year.

Monthly Market Insights | September 2026 The Standard & Poor’s 500 Index advanced 2.62 percent, while the Nasdaq Composite rose 3.93 percent. The Dow Jones Industrial Average lagged, adding 1.34 percent. The S&P/TSX rose 2.96 percent.1,2

Social Security: Retirement's main source of income or monthly bonus? You decide.

Perception vs. Reality There’s an alarming difference between perception and reality for current and future retirees.

If you thought that payouts from life insurance are tax-free in all cases, think again.

When Life Insurance Becomes Taxable Life insurance proceeds are generally tax-free. But not in all cases.

"Old age is like everything else. To make a success of it, you've got to start young,” observed Teddy Roosevelt.

Preparing for the Expected You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.

Are you thinking about 530A Accounts, also known as Trump accounts? Our new article covers the basics!

Introducing the 530A Accounts An article explaining 530A Accounts.

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.

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How much could you receive from Social Security? Here’s what to expect.

Social Security Benefits: How Much Will I Receive Calculating your potential Social Security benefit is a three-step process.

Whether you have life insurance through work, are retired, or raising a family, it pays to know the truth about life insurance coverage.

Life Insurance Myths: Debunked Whether you have life insurance through your work or are retired it pays to know the truth about life insurance coverage.

Do you have old retirement plans from your former employers? Our video offer tips on how to search for your missing money like a Retirement Plan Detective!

Retirement Plan Detectives Watch this fun video for tips on how to search for missing money.